YoPrint's Draft System Explained

Drafts let you build quotes and sales orders privately without affecting your live shop records or displaying changes to customers. YoPrint automatically saves your changes as you work, so you can safely close your browser tab at any time. When your order is ready, publish it to make it active, or void it if you no longer need it.

How drafts work

Drafts are private to your team and are never visible to your customers. When you create a quote or sales order (by clicking + Sales Order on the Sales Orders page or + Quote on the Quotes page), YoPrint opens the order editor and keeps it in draft status until you choose to publish it. Even an empty draft is saved automatically if you navigate away.

Any changes you make save automatically and silently in the background. This includes selecting a customer, updating order dates, or adding jobs. On each job card, a Saved badge confirms that the job details and line items are up to date.

While an order is in draft:

• On published orders, modifying existing garments requires clicking a button called Live Edit to unlock line item changes; because drafts are already in edit mode, you do not need Live Edit and can add or change line items directly.
• The order remains private to your team and does not appear in your default active order lists or the Customer Portal.
• Automated invoicing is disabled until you add line items and publish the order.
• Incomplete orders remain safely saved in draft for as long as you need.

The draft system applies to quotes and sales orders. Purchase orders do not have drafts.

Find a draft order

To find an existing draft order, navigate to Sales > Sales Order in the main navigation. By default, the All Sales Orders list displays active, published orders. Drafts do not appear in the default list until you search for them.

1. In the search box above the orders table on the Sales Order page, type the order number (such as SO0002).

   

2. In the search results, double-click the draft row to open the order details drawer.

   

   Matching drafts display a blue Draft badge in the ID column. The order opens in a slide-out drawer on the right side of the screen, where all draft fields and job cards are editable directly. You can also click the Open full page in new tab icon at the top of the drawer to expand it into a full page.

   You can also click the row actions menu (More actions / ⋮) under the Action column and choose Edit Draft to open the order, or Void to discard it.

Add products and edit a draft

Because a draft is already in edit mode, you do not need Live Edit. You add and change garments, custom items, and fees directly on each job card.

1. On the job card, click Product.

   

   Custom items and fees

   To add custom non-catalog items or fees, click Custom or Fee on the job card instead.

2. In the catalog search, select the product you want to add.

   

3. In the Select a color dropdown, choose a color.

   

4. In the product form, enter the quantities for each size.

   

5. Click Add and Close.

   

To edit garments and decoration services on an order after publishing, see Edit a Job After Creating a Quote or Sales Order.

What is not saved automatically

When you add custom items, customer-supplied garments, or fees to a job, you must enter the item details and click the check mark icon to commit the line. If you navigate away or click Cancel before confirming, YoPrint does not save the line.

1. On the job card, click Custom.

   

2. In the new line item row, enter the item description and quantity.

   

   To set a price, click the edit pencil icon under Unit Price to open the Pricing Override popover, enter the unit price, and click Apply. While editing an unconfirmed line, the job displays an Invalid badge and order actions are temporarily disabled.

3. Click the check mark icon (Confirm / ✓) to commit the line item to the draft.

   

   Once committed, the job badge returns to Saved and header actions are re-enabled.

When configuring pricing groups under Configuration > Pricing Groups, pricing group drafts do not save automatically; you must click Save Draft to save your changes manually. For switching pricing groups on an active order, see Switch Pricing Groups in Quotes or Sales Orders.

Publish a draft order

When you finish preparing the order, publish the draft to move it into your active sales workflow. Publishing unlocks automated invoicing, production scheduling, and customer sharing.

1. In the top right header, click Publish.

   

The order transitions from draft to active (with status Pending) and appears in your standard order lists. Click the Refresh button above the table if the newly published order does not appear immediately in the list. To update order items or invoice amounts after publishing, see How to Edit Sales Orders.

Void an unwanted draft

If you decide not to proceed with an order, void the draft to remove it permanently. Only unpublished drafts can be voided this way; once published, orders follow the active order cancellation workflow.

1. In the top right header, click the actions menu (Actions / ⋮).

   

2. Click Void.

   

3. When prompted to confirm, click Void sales order.

   

YoPrint permanently deletes the draft. It will no longer appear in your searches or order lists.